SPDR S&P 500 ETF Trust
SPY- Exchange
- NYSE
- SEC CIK
- 0000884394
No open-market purchases or sales by SPDR S&P 500 ETF Trust insiders were filed in the last 90 days; 4,669 institutions reported holding it in 13F filings for Q2 2026, worth $448.3B in total; 4 superinvestors hold it, including Soros Fund Management and Giverny Capital.
13F holders, Q1 2022
Institutional positions in SPDR S&P 500 ETF Trust as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,144
- +8 vs. Q4 2021
- Shares held
- 584.7M
- −38.0M (−6.1%) vs. Q4 2021
- Total value
- $258.8B
- −$31.2B (−10.8%) vs. Q4 2021
- New holders
- 173
- 1,292 more added
- Sold out
- 165
- 1,285 more reduced
46 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,669 | $448.3B |
| Q1 2026 | 4,600 | $356.9B |
| Q4 2025 | 4,646 | $374.7B |
| Q3 2025 | 4,264 | $357.7B |
| Q2 2025 | 4,245 | $343.0B |
| Q1 2025 | 4,189 | $313.6B |
| Q4 2024 | 4,242 | $342.5B |
| Q3 2024 | 3,807 | $328.5B |
| Q2 2024 | 3,766 | $299.6B |
| Q1 2024 | 3,705 | $304.2B |
| Q4 2023 | 3,694 | $295.1B |
| Q3 2023 | 3,329 | $230.9B |
| Q2 2023 | 3,310 | $249.1B |
| Q1 2023 | 3,268 | $214.8B |
| Q4 2022 | 3,310 | $207.8B |
| Q3 2022 | 3,059 | $200.9B |
| Q2 2022 | 3,099 | $207.3B |
| Q1 2022 | 3,144 | $258.8B |
| Q4 2021 | 3,182 | $290.9B |
| Q3 2021 | 2,758 | $245.4B |
| Q2 2021 | 2,744 | $231.3B |
| Q1 2021 | 2,734 | $225.0B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ellenbecker Investment Group | 14,238 | $6.43M | 1.82% | +1,367+10.6% | Added |
| Corundum Group, Inc. | 14,190 | $6.41M | 5.96% | +650+4.8% | Added |
| Verger Capital Management LLC | 14,188 | $6.41M | 5.02% | +53+0.4% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 14,183 | $6.41M | 0.29% | −458−3.1% | Reduced |
| Main Street Financial Solutions, LLC | 14,176 | $6.40M | 0.94% | +118+0.8% | Added |
| Element Wealth, LLC | 14,148 | $6.39M | 5.17% | −537−3.7% | Reduced |
| Old Second National Bank of Aurora | 14,099 | $6.37M | 1.60% | −3,681−20.7% | Reduced |
| Washington Capital Management Inc | 14,089 | $6.36M | 5.25% | −143−1.0% | Reduced |
| C2C Wealth Management, LLC | 14,255 | $6.36M | 1.08% | −2,606−15.5% | Reduced |
| Capital Group Private Client Services, Inc. | 14,063 | $6.35M | 0.07% | −14,339−50.5% | Reduced |
| Ameraudi Asset Management, Inc. | 14,044 | $6.34M | 2.30% | −208−1.5% | Reduced |
| Van Hulzen Asset Management, LLC | 13,987 | $6.32M | 0.67% | −263−1.8% | Reduced |
| Beach Investment Counsel Inc | 13,960 | $6.30M | 0.67% | 00.0% | Unchanged |
| Gratus Capital LLC | 13,956 | $6.30M | 0.61% | +2,164+18.4% | Added |
| Daiwa Securities Group Inc. | – | $6.28M | 0.04% | – | – |
| Next Level Private LLC | 13,879 | $6.27M | 5.06% | +342+2.5% | Added |
| Principle Wealth Partners LLC | 13,752 | $6.21M | 0.65% | +353+2.6% | Added |
| Wedmont Private Capital | 13,581 | $6.20M | 1.38% | +1,687+14.2% | Added |
| American Institute for Advanced Investment Management, LLP | 13,700 | $6.19M | 4.49% | +22+0.2% | Added |
| Aveo Capital Partners, LLC | 13,692 | $6.18M | 1.09% | +2,507+22.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 13,674 | $6.18M | 1.34% | +234+1.7% | Added |
| TL Private Wealth | 14,095 | $6.17M | 3.26% | +472+3.5% | Added |
| Resurgent Financial Advisors LLC | 13,654 | $6.17M | 3.92% | +7,558+124.0% | Added |
| NBT Bank N A | 13,629 | $6.16M | 0.82% | −165−1.2% | Reduced |
| Enterprise Bank & Trust Co | 13,603 | $6.14M | 2.41% | −673−4.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 13,571 | $6.13M | 0.50% | +157+1.2% | Added |
| Windsor Group LTD | 13,683 | $6.12M | 1.13% | −128−0.9% | Reduced |
| RMR Wealth Builders | 13,545 | $6.12M | 1.31% | +815+6.4% | Added |
| Institute for Wealth Management, LLC. | 13,525 | $6.11M | 1.00% | +2,909+27.4% | Added |
| Lionsbridge Wealth Management LLC | 13,523 | $6.11M | 7.07% | +12,667+1,479.8% | Added |
| Kaizen Financial Strategies | 13,504 | $6.10M | 4.78% | +706+5.5% | Added |
| True North Advisors, LLC | 13,504 | $6.10M | 1.64% | +1,386+11.4% | Added |
| Estate Counselors, LLC | 13,448 | $6.07M | 0.79% | −8,352−38.3% | Reduced |
| Sage Advisory Services, Ltd.Co. | 13,410 | $6.06M | 1.53% | +6,145+84.6% | Added |
| Overbrook Management Corp | 13,403 | $6.05M | 1.34% | −2,641−16.5% | Reduced |
| Financial Management Professionals, Inc. | 13,388 | $6.05M | 1.31% | −1,526−10.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 13,384 | $6.04M | 0.14% | +13,384 | New |
| Smithfield Trust Co | 13,370 | $6.04M | 0.39% | −37−0.3% | Reduced |
| ICA Group Wealth Management, LLC | 14,638 | $6.03M | 1.15% | +14,638 | New |
| Veracity Capital LLC | 13,330 | $6.02M | 2.50% | +654+5.2% | Added |
| Dakota Wealth Management | 13,323 | $6.02M | 0.49% | +1,892+16.6% | Added |
| BlueSky Wealth Advisors, LLC | 13,320 | $6.02M | 1.17% | −451−3.3% | Reduced |
| Roundview Capital LLC | 13,318 | $6.01M | 0.62% | +3,198+31.6% | Added |
| Financial Advisory Service, Inc. | 13,223 | $5.97M | 0.56% | −1,843−12.2% | Reduced |
| Arkansas Financial Group, Inc. | 13,223 | $5.97M | 1.24% | +57+0.4% | Added |
| Ayalon Holdings Ltd. | 13,182 | $5.97M | 2.02% | +439+3.4% | Added |
| Americana Partners, LLC | 13,293 | $5.97M | 1.83% | +438+3.4% | Added |
| SeaCrest Wealth Management, LLC | 13,205 | $5.96M | 0.68% | +907+7.4% | Added |
| Alta Wealth Advisors LLC | 13,198 | $5.96M | 3.54% | +575+4.6% | Added |
| Intrua Financial, LLC | 13,170 | $5.95M | 1.06% | −334−2.5% | Reduced |
| Compass Financial Group, Inc. | 81,209 | $5.92M | 3.55% | +1,013+1.3% | Added |
| Landmark Financial Advisors, LLC | 13,778 | $5.90M | 2.84% | −470−3.3% | Reduced |
| Oliver Luxxe Assets LLC | 13,059 | $5.90M | 1.49% | −293−2.2% | Reduced |
| Garrett Investment Advisors LLC | 13,030 | $5.88M | 1.47% | −171−1.3% | Reduced |
| Waddell & Associates, LLC | 12,999 | $5.87M | 0.94% | +985+8.2% | Added |
| RB Capital Management, LLC | 12,956 | $5.85M | 1.90% | +148+1.2% | Added |
| Vishria Bird Financial Group, LLC | 12,915 | $5.83M | 3.22% | +10.0% | Added |
| Boothe Investment Group, Inc. | 12,874 | $5.83M | 4.02% | −6,540−33.7% | Reduced |
| Windsor Capital Management, LLC | 12,902 | $5.83M | 1.81% | −261−2.0% | Reduced |
| Welch Group, LLC | 12,898 | $5.83M | 0.33% | −3,340−20.6% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 13,200 | $5.81M | 3.71% | −2,700−17.0% | Reduced |
| Mark Stevens | 12,827 | $5.79M | 0.65% | −931−6.8% | Reduced |
| Brave Asset Management Inc | 12,805 | $5.78M | 1.99% | −13,504−51.3% | Reduced |
| Carret Asset Management, LLC | 12,788 | $5.78M | 0.66% | +399+3.2% | Added |
| Surevest, LLC | 12,768 | $5.77M | 1.39% | −40−0.3% | Reduced |
| Private Capital Group, LLC | 12,720 | $5.76M | 1.31% | −64−0.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 12,733 | $5.75M | 3.11% | −997−7.3% | Reduced |
| Naples Global Advisors, LLC | 12,723 | $5.75M | 0.66% | −27−0.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 12,717 | $5.74M | 0.39% | −2,039−13.8% | Reduced |
| Harvest Investment Services, LLC | 12,717 | $5.74M | 3.44% | −5,275−29.3% | Reduced |
| RNC Capital Management LLC | 12,708 | $5.74M | 0.29% | −6,554−34.0% | Reduced |
| Massmutual Trust Co FSB | 12,697 | $5.73M | 0.22% | −6,334−33.3% | Reduced |
| Ami Investment Management Inc | 12,669 | $5.72M | 2.58% | −408−3.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 12,668 | $5.72M | 2.43% | +5,848+85.7% | Added |
| Triad Financial Advisors, Inc. | 12,666 | $5.72M | 3.06% | +8+0.1% | Added |
| Glassman Wealth Services | 12,628 | $5.70M | 1.04% | −159−1.2% | Reduced |
| United Asset Strategies, Inc. | 12,617 | $5.70M | 0.72% | −1,780−12.4% | Reduced |
| LWM Advisory Services, LLC | 12,578 | $5.68M | 7.06% | +1,070+9.3% | Added |
| CMG Global Holdings, LLC | 12,546 | $5.67M | 4.63% | −15,950−56.0% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 12,547 | $5.67M | 1.98% | −45−0.4% | Reduced |
| Well Done, LLC | 12,544 | $5.67M | 1.13% | −42−0.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 12,413 | $5.63M | 1.57% | +12,413 | New |
| Walkner Condon Financial Advisors LLC | 12,439 | $5.62M | 1.60% | +4,802+62.9% | Added |
| GeoWealth Management, LLC | 12,416 | $5.61M | 0.49% | +2,095+20.3% | Added |
| Braun Stacey Associates Inc | 12,414 | $5.61M | 0.23% | −1,086−8.0% | Reduced |
| West Bancorporation Inc | 12,380 | $5.59M | 3.47% | +12,380 | New |
| Modus Advisors, LLC | 12,350 | $5.58M | 2.45% | −145−1.2% | Reduced |
| Modera Wealth Management, LLC | 12,350 | $5.58M | 0.25% | +348+2.9% | Added |
| Clare Market Investments LLC | 12,274 | $5.54M | 1.77% | +3,373+37.9% | Added |
| Perennial Investment Advisors, LLC | 12,242 | $5.53M | 1.75% | +7,438+154.8% | Added |
| Man Group plc | 12,244 | $5.53M | 0.02% | +3,317+37.2% | Added |
| Arkadios Wealth Advisors | 12,208 | $5.51M | 0.72% | −199−1.6% | Reduced |
| Cliffwater LLC | 12,204 | $5.51M | 1.45% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 12,190 | $5.50M | 3.50% | +2,749+29.1% | Added |
| CCG Wealth Management, LLC | 12,170 | $5.50M | 2.70% | −14,435−54.3% | Reduced |
| Cutler Group LP | 12,100 | $5.46M | 0.51% | −116,300−90.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 12,055 | $5.45M | 0.19% | −204−1.7% | Reduced |
| Wallington Asset Management, LLC | 12,019 | $5.43M | 0.94% | +10,548+717.1% | Added |
| Rockland Trust Co | 11,993 | $5.42M | 0.34% | +981+8.9% | Added |
| Magnus Financial Group LLC | 11,969 | $5.41M | 0.90% | +8,467+241.8% | Added |